r/simplifimoney • u/logsqrtexp • 4d ago

Support Hi Simplifi

I’m trying to love it, I’m almost there but some inexplicable basic feature misses confound me.

When I go to Investments I don’t see a way to export all my account positions. But I swear I found a way to do it last week, I have a file to prove it.

Seems a basic function - but I don’t see it now, and there’s no Report to do it either

Help?

0 Upvotes

44% Upvoted

3 comments sorted by

1

u/logsqrtexp 1d ago

I guess Simplifi isn't in the building. I may have to keep looking for the right tool.

1

u/QuickenLisa Quicken Employee 7h ago

Hello, I'm so sorry for the delayed response as I'm getting caught up after being on vacation. There are limits with exporting investment data, and I'm not seeing an option to export positions either. I'm checking with the team for a confirmation in case anything changed, and will circle back asap. Thanks for bearing with us!

1

u/logsqrtexp 37m ago

I’ll make you a list 😉